DFGRvsBBREETF Comparison
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Dimensional Global Real Estate ETF (DFGR) belongs to the Global Blended Cap segment. JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is part of the US Real Estate segment. DFGR's top 3 sector exposures are Finance and Telecommunications. In contrast, BBRE's top sector exposures are Finance DFGR is more expensive with a Total Expense Ratio (TER) of 0.22%, versus 0.11% for BBRE. DFGR is up 14.96% year-to-date (YTD) with +$459M in YTD flows. BBRE performs better with 23.05% YTD performance, and +$118M in YTD flows. Run a side-by-side ETF comparison of DFGR and BBRE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DFGR vs BBRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DFGR BBRE | +2.27%+3.14% | +6.39%+9.49% | +14.96%+23.05% | +16.42%+25.69% | +33.53%+43.36% | n/a+30.60% |
| Flows | DFGR BBRE | +$67M-$15M | +$222M+$92M | +$459M+$118M | +$913M+$174M | +$2.55B+$263M | --$285M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DFGR BBRE | +12.83%+16.35% | +11.62%+14.29% | +14.11%+17.04% | n/a+18.96% |
| Max drawdown | DFGR BBRE | -2.79%-3.76% | -8.90%-8.06% | -17.10%-18.77% | n/a-31.17% |
| Max drawdown duration | DFGR BBRE | 19d13d | 46d44d | 486d438d | n/a1058d |
Trading data
DFGR | BBRE | |
Last sale 7/29/2026 at 1:30 PM | $30.14 | $111.94 |
| Previous close 07/28/2026 | $30.24 | $112.59 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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DFGR
is actively managed and doesn’t replicate an indexDFGR | BBRE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/29/2026 at 1:30 PM
Live
Closed
DFGR | BBRE | |
|---|---|---|
| Last price | $30.14 | $111.94 |
| 1D performance | -0.33% | -0.57% |
| AuM | $3.88 B | $1.31 B |
| E/R | 0.22% | 0.11% |
Characteristics
DFGR | BBRE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Dimensional | J.P. Morgan Asset Management |
| Benchmark | - | MSCI US Reit Custom Capped Index |
| N° of holdings | 426 | 104 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 6, 2022 | June 18, 2018 |
| ESG | No | No |
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Exposure
Countries
DFGR
USA
74.9%
Other
25.1%
BBRE
USA
100%
Other
-0%
Sectors
DFGR
Finance
99.48%
Other
0.52%
BBRE
Finance
100%
Other
-0%
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Diversification
DFGR
Total weight of top 15 holdings out of 15
48.57%
BBRE
Total weight of top 15 holdings out of 15
59.19%
Top 15 holdings
Data as of June 30, 2026
DFGR
Welltower, Inc.
7.99%
Prologis, Inc.
6.44%
Equinix, Inc.
5.32%
American Tower Corp.
3.91%
Simon Property Group, Inc.
3.68%
Digital Realty Trust, Inc.
3.32%
Realty Income Corp.
2.92%
Public Storage
2.55%
Goodman Group
2.31%
Ventas, Inc.
2.15%
Iron Mountain, Inc.
1.92%
Crown Castle, Inc.
1.70%
Extra Space Storage, Inc.
1.55%
VICI Properties, Inc.
1.47%
AvalonBay Communities, Inc.
1.34%
BBRE
Welltower, Inc.
11.19%
Prologis, Inc.
9.30%
Simon Property Group, Inc.
4.54%
Equinix, Inc.
4.44%
Digital Realty Trust, Inc.
4.39%
Realty Income Corp.
3.95%
Public Storage
3.91%
Iron Mountain, Inc.
3.04%
Ventas, Inc.
2.95%
Extra Space Storage, Inc.
2.45%
VICI Properties, Inc.
2.20%
AvalonBay Communities, Inc.
2.06%
Equity Residential
1.82%
Essex Property Trust, Inc.
1.51%
Host Hotels & Resorts, Inc.
1.43%
Frequently asked questions about DFGR and BBRE
How have the DFGR and BBRE ETFs performed in 2026?
As of July 27, 2026, DFGR is up 14.96% year-to-date (YTD), while BBRE has returned 23.05%. That puts BBRE better performer ahead so far this year.
Which ETF is attracting more investor money: DFGR or BBRE?
Year-to-date, the DFGR ETF saw +$459M in flows, compared to +$118M for BBRE.
Which ETF is more volatile: DFGR or BBRE?
Over the past year, DFGR had a volatility of 11.62%, while BBRE experienced 14.29%.
Which ETF is bigger: DFGR or BBRE?
As of July 27, 2026, DFGR holds $3.88 B in assets under management (AUM), while BBRE manages $1.31 B.
What sectors do the DFGR and BBRE ETFs invest in?
DFGR leans toward sectors like Finance. Meanwhile, BBRE focuses on Finance.
What are the top holdings of the DFGR ETF and BBRE ETF?
DFGR top holdings include Welltower, Inc., Prologis, Inc. and Equinix, Inc.. BBRE holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: DFGR or BBRE?
DFGR holds 427 securities with 48.57% of its assets in the top 15. BBRE has 104 securities and a top 15 weight of 59.19%.
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Latest news about DFGR & BBRE
Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
DFGR
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
DFGR
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